Cusource®Professional Development and Education

Cusource® Professional Development and Education is a leading professional development organization – the only one owned and directed by Canada’s credit unions.

We create robust programs and improve speed to market for new learning programs by taking a collaborative approach to funding and resourcing. All programs are designed specifically for the credit union system, often by credit union professionals.

Get Started

Whether you are learning and development professional looking for development opportunities for your credit union staff, a credit union employee looking to grow your career, or a director sitting on a credit union board, we have something for you.

CUIC Accreditations

The industry-recognized Credit Union Institute of Canada (CUIC Inc.) offers programs that are jointly developed with Dalhousie University. Professional accreditations for service and lending are available, as well as two designations.

Director Training

The Credit Union Director Achievement (CUDA) Program is designed for professionals sitting on a credit union board, and offers the most current thinking about credit union corporate governance in three progressive levels.

Lending Programs

We offer a comprehensive set of lending programs designed to help lenders expand their knowledge and grow share of wallet, while continuing to effectively manage risk. Programs can be customized based on a skills and knowledge gap assessment for personal or commercial lending professionals.

MSR Program

The Member Service Representative (MSR) Program is designed to help build, develop, and strengthen the skills needed to perfect the MSR role. A new MSR following this program is quickly able to fulfil a member’s everyday banking needs as well as identity any irregular or suspicious transactions they may face.

Ways to Learn

As a credit union employee or director, you have the opportunity to design a learning program that fits your needs. Courses are offered in a variety of formats, from in-person classroom settings to virtual conferences to online self-study.

FSR Program

The Financial Services Representative (FSR) Program is designed to introduce FSRs to the key concepts of financial guidance, financial planning and personal lending. A new FSR following this program is quickly able to identify members’ financial needs, creating opportunities to grow share of wallet.

Director DNA

Cusource has partnered with The Schulich School of Business to deliver a customized and comprehensive profiling tool that will provide tailored learning for Canada's credit union directors, and will help to strengthen credit union board governance across the country.

Compliance and Risk Management Training

Credit unions across the country continue to face an increasingly complex regulatory environment. From eLearning modules on anti-money laundering (AML) and counter-terrorist financing (CTF), to video-based courses on identifying financial abuse of older adults, our compliance training covers what you need to know to meet regulatory and compliance obligations.

Meet Our Faculty

Advisory Committees

Our Professional Development Advisory Committee is a collaborative forum for the exchange of knowledge on the best practices in training and education. Committees allow our members to provide strategic input to the work of our association.